Elevation Point Wealth Partners provides portfolio management for individuals and small businesses and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Elevation Point Wealth Partners reports 4,936 clients. They include 3,280 individual clients, 1,599 high-net-worth individuals, and 29 corporations and other businesses. Of its assets, 92.0% ($7.63B across 17,597 accounts) are managed with discretion; $663M across 1,789 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 20% |
| High-net-worth individuals | 32% | 77% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Insurance companies | <1% | <1% |
| Other client typesCorporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,280 | $1.67B | 20.2% | $510K |
| High-net-worth individuals | 1,599 | $6.42B | 77.4% | $4.01M |
| Pension and profit-sharing plans | 16 | $11.9M | 0.1% | $742K |
| Charitable organizations | 11 | $53.3M | 0.6% | $4.85M |
| Insurance companies | 1 | $2.31M | 0.0% | $2.31M |
| Corporations and other businesses | 29 | $135M | 1.6% | $4.65M |
| Total | 4,936 | $8.29B | 100% | $1.68M |
- Clients
- 3,280
- Regulatory AUM
- $1.67B
- AUM share
- 20.2%
- Avg. per client
- $510K
- Clients
- 1,599
- Regulatory AUM
- $6.42B
- AUM share
- 77.4%
- Avg. per client
- $4.01M
- Clients
- 16
- Regulatory AUM
- $11.9M
- AUM share
- 0.1%
- Avg. per client
- $742K
- Clients
- 11
- Regulatory AUM
- $53.3M
- AUM share
- 0.6%
- Avg. per client
- $4.85M
- Clients
- 1
- Regulatory AUM
- $2.31M
- AUM share
- 0.0%
- Avg. per client
- $2.31M
- Clients
- 29
- Regulatory AUM
- $135M
- AUM share
- 1.6%
- Avg. per client
- $4.65M
Total
- Clients
- 4,936
- Regulatory AUM
- $8.29B
- AUM share
- 100%
- Avg. per client
- $1.68M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Elevation Point Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 5 other services, listed under fee details.
Fee details and sources
Other fees
- Account Closing Fee
- A $500 account closing fee applies on termination, after a 30-day client termination notice.
- Consulting and Project Fees
- Consultant or analyst time is billed at $65 to $500 an hour; flat project fees run from $500 to over $100,000, generally half in advance.
- Direct Advisor Annual Fee
- Direct Advisor clients may pay an annual fee of 0.10% to 2.50% of managed assets, billed quarterly in advance or arrears; all fees are negotiable.
- Managed Volatility and Summit Portfolios
- The standard annual management fee is 0.30% to 0.40%, assessed in quarterly installments in advance or arrears.
- Solicitor Program Fee
- The Program Fee for the Solicitor Program is at most 2.11%, including any Solicitor's Fee, and is negotiable with the client's Client Advisory Agreement.
Elevation Point, LLC owns 75% or more of Elevation Point Wealth Partners and is in turn owned by Dalton - Mycg, LLC (50–75%) and Greg Anderson (25–50%). James Dickson is CEO; the leadership team includes Chief Operating Officer Caitlin Douglas and Chief Compliance Officer Robert Ross. It has 91 employees, 54 of them in advisory roles.
Leadership
James DicksonChief Executive Officer
Caitlin DouglasChief Operating Officer
Robert RossChief Compliance Officer
Investment adviser representatives
56 representatives listed in the SEC register as of 9 October 2026.
- Malick Abid
- Codie Jean Allen
- Madeline A Armstrong
- Patricia Ann Barnett
- David Oliver Lawrence Benson
- Chad Bester
- Ashley Cross Blanc
- Michael Alan Bohn
- Kathleen Caton Burke
- Andrea Lynn Cording
- Thomas Cullen
- Benjamin Thomas Domingue
- Daniel F Emerson
- Scott M Emerson
- Angelo Vincent Esposito JR.
- Stephanie Ann Feaser
- Travis Demanade Frayard
- Jay Neil Hack
- Paul Agree Hack
- Kyle Hammond
- Matthew Alan Harbarcuk
- Edward Lowell Hildebrand
- Wesley Thomas Hoppe
- Holly Hynes
- Andrew Clifton Keller
- Patrick Ryan Keller
- Michael David Klever
- David Krunch Whitfield Kloberdanz
- Glenn Joseph Lempe
- James G Malatos
- Linda Ann Malin
- Taylor Brandon Marsh
- Brandon Keith Marvel
- Harrison Taylor McDougal
- Andrew Howard Moss
- Andrew James Plum
- Steven Bernard Powers
- Shawna Elaine Prejean
- Natalie Lauren Quinn
- David Randall
- Benjamin Latroy Robinson
- Mark William Ross
- Michael Justin Runager
- Michael Joseph Ryan
- William Daniel Ryan
- T Connor Shives
- Jonathon Arnold Shurtz
- Jennifer Joy Smith
- Bradford Wayne Smithy
- Christopher Michael Snyder
- Maximillian Mason Stewart
- Tracey Lorraine Trapani
- William T Turner
- Lowell Jacob Weiss
- Scott C Wohlers
Staff
- 91 employees
- 54 in advisory functions
- 54 state-registered reps
- 10 broker-dealer reps
- 11 insurance agents
- 32 soliciting firms
- Owns 75% or more of Elevation Point Wealth Partners, LLC
Elevation Point, LLC
Control person · since August 2005
- Owns 50% to 75% of Elevation Point, LLC
Dalton - Mycg, LLC
since November 2003
- Owns 75% or more of Dalton - Mycg, LLC
Lynn Sabre
since August 2007
- Owns 25% to 50% of Elevation Point, LLC
Greg Anderson
Control person · since August 2005
John Sabre
Director · Control person · since August 2007
James Dickson
Ceo, director · Control person · since June 2024
Bradford Smithy
Director · Control person · since July 2024
Elevation Point Wealth Partners’ regulatory assets grew 5.2× from $1.6B (April 2021) to $8.29B (September 2026); clients rose from 932 to 4,936 and employees from 30 to 91.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $8.29B | 4,936 | 91 | 15 |
| July 2025 | $2.43B | 1,677 | 61 | 8 |
| March 2024 | $2.19B | 1,271 | 35 | 3 |
| April 2023 | $1.86B | 1,170 | 39 | 3 |
| March 2022 | $2.01B | 1,109 | 33 | 4 |
| April 2021 | $1.6B | 932 | 30 | 4 |
Besides its headquarters, Elevation Point Wealth Partners has 14 offices, with 15 listed addresses across 8 states.
Florida · 3 listed addresses
- 307 Tequesta Drive, Tequesta
- 1560 Park Lane, Suite 1, Fernandina Beach
- 1301 Riverplace BLVD Ste 800, Jacksonville
Minnesota · 3 listed addresses
- 605 Highway 169 N, Plymouth
- 8500 Normandale Lake BLVD., Minneapolis
- 312 Minnesota Avenue N, Aitkin
Colorado · 2 listed addresses
- 1580 Lincoln Street, Suite 680, DenverHQ
- 32156 Castle Court, Evergreen
Georgia · 2 listed addresses
- 6230 Avalon Boulevard, Alpharetta
- 5775 Glenridge Drive, Atlanta
Michigan · 2 listed addresses
- 31410 Northwestern Hwy, Suite G, Farmington Hills
- 4190 Telegraph Road, Bloomfield Hills
Indiana · 1 listed address
- 450 East 96th Street, Suite 125, Indianapolis
Louisiana · 1 listed address
- 2000 Kaliste Saloom Road, Lafayette
Texas · 1 listed address
- 2229 San Felipe Street, Houston
Other business names
Elevation Point Wealth Partners has reported 12 other business names to the SEC.
- Bester Wealth Management
- Family Office Partners
- Forta Wealth Partners
- Fortage Capital Advisors
- Hampton Bluff Capital Partners
- Harbor View Private Wealth
- Loxahatchee Capital
- Mount Yale Investment Advisors
- Superiorwealth Partners, LLC
- Tradewinds Wealth Partners
- Triton Wealth, LLC
- Waycrest Wealth
Contact and registration details
- Legal name
- Elevation Point Wealth Partners, LLC
- Headquarters
- 1580 Lincoln Street, Suite 680, Denver, CO 80203
- Website
- elevationpoint.com
- Phone
- 303-382-2880
- @elevation-point
- SEC file
- 801-65068
- Structure
- Delaware LLC
- Fiscal year end
- December
Elevation Point Wealth Partners uses Fidelity ($2.35B, 39%), Pershing ($1.11B, 19%) and Folio Investments ($999M, 17%), among others, as custodians for its separately managed accounts. Elevation Point Wealth Partners has custody of $494M in client assets for 542 clients.
- FidelityFidelity · Boston, MA · $2.35B39%
- Raymond JamesRaymond James & Associates, Inc. · Petersburg, FL · $498M8%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $998M17%
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $999M17%
- PershingPershing LLC · Jersey City, NJ · $1.11B19%
At year end, Elevation Point Wealth Partners’ separately managed accounts were mostly in stocks (67%) and funds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $5.4B across 1,202 positions; the largest are Apple Inc. (3.1%), Vanguard Index Fds (2.5%) and SPDR Gold TR (2.0%).
What the accounts hold
- Stocks67%
- Funds16%
- Registered funds12%
- Pooled vehicles4%
- Bonds11%
- State and local bonds10%
- U.S. government and agency bonds1%
- Cash2%
- Other4%
- Custom asset; reit4%
Reported 13F holdings
- $5.4B
- Reported 13F value
- 1,202
- Positions
- 19.2%
- In the 10 largest
- +25.2%
- Value vs. prior quarter
- Apple Inc.3.1%
- Vanguard Index Fds · S&P 500 ETF Shs2.5%
- SPDR Gold TR · Gold Shs2.0%
- Bok Finl Corp.2.0%
- Nvidia Corporation2.0%
- Alphabet Inc. · Cap Stk CL A1.8%
- Microsoft Corp.1.6%
- Amazon Com Inc.1.4%
- iShares TR · Core S&P500 ETF1.4%
- Vanguard Index Fds · Growth ETF1.4%
Together, the ten largest are 19.2% of reported value.
How many clients does Elevation Point Wealth Partners have?
Elevation Point Wealth Partners has 4,936 clients and manages $8.29 billion for them, as of September 2026. They include 3,280 individual clients, 1,599 high-net-worth individuals, and 29 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Elevation Point Wealth Partners offer?
Elevation Point Wealth Partners provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Elevation Point Wealth Partners use?
Elevation Point Wealth Partners’ separately managed account assets are held at Fidelity (Boston, MA), with $2.35B, Pershing LLC (Jersey City, NJ), with $1.11B, Folio Investments, Inc. (McLean, VA), with $999M, Charles Schwab & Co., Inc. (Westlake, TX), with $998M and Raymond James & Associates, Inc. (Petersburg, FL), with $498M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Elevation Point Wealth Partners have?
Elevation Point Wealth Partners has 54 investment adviser representatives registered with state securities authorities, out of 91 employees, and 54 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Elevation Point Wealth Partners invest in?
At the end of its last fiscal year, Elevation Point Wealth Partners’ separately managed accounts held 67% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 10% state and local bonds, 4% pooled vehicles (private funds and similar), 4% other, 2% cash and equivalents and 1% U.S. government and agency bonds. The 4% other category is described as: Custom Asset; Reit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Elevation Point Wealth Partners?
Elevation Point Wealth Partners is owned through a chain of holding companies by Lynn Sabre and Greg Anderson. Its direct owner is Elevation Point, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Elevation Point Wealth Partners get paid?
Elevation Point Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Elevation Point Wealth Partners registered with the SEC?
Yes, Elevation Point Wealth Partners has been registered with the SEC as an investment adviser since 3 January 2006. Its CRD number is 137068 and its SEC file number is 801-65068.
Source: Form ADV Part 1A, Item 1, filed 22 September 2026; IAPD firm record
How do I contact Elevation Point Wealth Partners?
Elevation Point Wealth Partners’ main office is at 1580 Lincoln Street, Suite 680, Denver, CO 80203. Its phone number is 303-382-2880. Its website is elevationpoint.com.